f3a3d07ed3e33079e4eb00a09f087dd88aaab617
14
Commits
| Author | SHA1 | Message | Date | |
|---|---|---|---|---|
 Mattsson
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04dbb31d7e |
Salary module (#245)
* feat: implement salary module with personnummer encryption, salary entries, tax tables, and AGI tracking - Added personnummer encryption and decryption functions for secure storage. - Created salary entries handling for journal entries including gross salary, tax withholding, and employer contributions. - Implemented tax table lookup functionality for calculating tax amounts based on monthly income. - Developed SQL migration for salary module including tables for payroll configuration, tax rates, employees, salary runs, salary run employees, salary line items, and AGI declarations. - Established row-level security policies for all new tables to ensure company-scoped access. * feat: add salary calculation modules for 2026 - Implemented engångsskatt calculation for one-time payments with tax brackets. - Added löneväxling functionality for salary sacrifice to pension, including employer savings and warnings. - Created pain.001 generator for salary batch payments in compliance with Swedish banking standards. - Developed PDF template for payslips, including detailed breakdowns and employer costs. - Generated seed data for Swedish tax tables for 2026, including SQL insert statements. - Implemented traktamente calculations for per diem and mileage allowances, adhering to Skatteverket regulations. - Added seed script for populating tax tables in the database. * feat: Update meal reduction percentages in traktamente calculation fix: Remove obsolete seed script for 2026 tax tables feat: Extend SalaryRunStatus type to include 'corrected' status feat: Implement KU10 XML generation endpoint for annual employee income statements feat: Add endpoint for creating corrections to booked salary runs feat: Implement endpoint for sending payslip PDFs to employees feat: Create KU10 XML generator for annual reporting feat: Add salary transaction matcher for auto-linking bank transactions to salary entries chore: Add database migration for salary correction support * feat: replace select elements with custom Select component for employment and salary types * feat: enhance salary calculations with pension entry and avgifter category support |
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Mattsson
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d5410a518f |
Mobile view fixes (#188)
* fix: make new user checklist mobile responsive Adjust spacing, padding, typography, and indentation for small screens so the onboarding welcome screen works well on mobile devices. * fix: make expenses and bookkeeping verification views mobile responsive - Expenses/new: stack form grids on mobile, replace line items table with card layout, full-width action buttons - Expenses/[id]: stack header and actions, card layout for line items and payments, single-column info grid on mobile - JournalEntryList: unify verification lines into card layout for all screen sizes, hide redundant line descriptions that duplicate account name or entry description, stack filter bar and action buttons on mobile * fix: remove stray )); in provider_consents migration Syntax error on line 35 caused MIGRATIONS_FAILED on the Supabase staging branch. * fix: enhance mobile responsiveness for invoices page and update dialog styles |
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Jakob WennbergandClaude Opus 4.6
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c4a6d16e94 |
feat: document inbox + fix MCP pending operations user_id (#172)
* fix: always use business PSU type for bank connections EF (sole trader) users connecting to Nordea got personal accounts because psu_type was set to 'personal' based on entity_type. Since gnubok is accounting software, all bank connections should use 'business' PSU type regardless of entity type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: document inbox extension with AI classification Add invoice-inbox extension for email-based document processing with AI-powered classification, supplier matching, and inbox management. Includes MCP tools for document upload/listing, migration, and supporting changes across document service, API keys, and banking. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: disable invoice-inbox extension, use dynamic import in MCP server Keep invoice-inbox out of extensions.config.json until ready for production. MCP server now dynamically imports classifyDocument to avoid breaking when the extension is disabled. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: correct file size error message in invoice-inbox upload Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d0b3f21bde |
feat: remove AI extensions, restructure settings, and add atomic voucher commits (#157)
Remove AI-dependent extensions (ai-chat, ai-categorization, receipt-ocr, invoice-inbox) and their infrastructure (lib/ai/*, ai-consent, LangChain/ Anthropic/OpenAI deps) to simplify core and reduce bundle size. Restructure monolithic settings page into dedicated sub-pages (company, bookkeeping, invoicing, tax, banking, api, account, team, templates) with shared layout and sidebar navigation. Add atomic commit_journal_entry RPC so voucher number increment and status update happen in a single transaction — prevents burned numbers on constraint failures. Add continuity check report and voucher gap explanation tracking. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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0dd1f5ebc1 |
feat: multi-tenant company refactor (GNU-19) (#153)
* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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bb473e2c57 |
Worktree api key scopes (#139)
* feat: add read/write scopes to API keys API keys now require explicit scopes (e.g. transactions:read, invoices:write) instead of having implicit full access. The create dialog shows grouped checkboxes per domain with read/write split. Legacy keys with null scopes default to read-only. MCP tools/list is filtered by scope and tools/call rejects unauthorized calls. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * Enhance API key scopes with suppliers and update descriptions for better clarity * fix: drop function before recreating with changed return type PostgreSQL cannot change return type via CREATE OR REPLACE. Drop the existing function first to avoid SQLSTATE 42P13. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add new migration to drop and recreate function with scopes return type The original migration was already applied, so a new migration is needed to DROP the function first before recreating with the updated return type. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add DROP FUNCTION to original migration, remove redundant fix migration Preview branches replay all migrations from scratch. The original migration must DROP the function before recreating it with a changed return type, otherwise PostgreSQL rejects the CREATE OR REPLACE. The separate fix migration is no longer needed. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: rename migration to avoid duplicate version in schema_migrations Version 20260325120000 is already recorded in the preview DB from a prior failed apply. Renaming to 20260326130000 so Supabase treats it as a new migration. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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f3ae3cd361 |
feat: event log, pending operations, and MCP staging (#135)
* feat: event log, pending operations, and MCP staging - Event log system: persist bus events to event_log table for external automation platforms. Batch insert for transaction.synced. Daily cleanup cron at 02:00 UTC. - Pending operations: MCP write tools (categorize, create customer, create invoice) now stage to pending_operations instead of executing directly. Users review and commit/reject from /pending in the web UI. - Granskning page: card-based review UI with expandable previews, commit/reject dialogs. Only shown in nav when pending ops exist. - Commit route re-executes using core lib functions (no extension imports). Guards against stale state (double-commit, deleted entities). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: stage new MCP write tools after main merge Add staging for 4 new write tools from #133: - mark_invoice_paid, send_invoice, mark_invoice_sent, match_transaction_invoice - Expand pending_operations CHECK constraint - Add commit executors with full execution logic - Add UI labels and generic preview component - Remove confirm parameter from categorize (single-call staging) - Fix UUID in pending op title (fetch transaction description) - Hide Granskning nav when no pending ops Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback - Fix TS build error: use `select('*, customer:customers(*)')` for match_transaction_invoice to avoid array type inference - Add status guard to commitSendInvoice (prevents duplicate sends) - Replace auth.admin.getUserById with user email from session auth - Restore optimistic lock check in commitMatchTransactionInvoice - Fix tool description typo: expense_software → expense_office Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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MattssonandClaude Opus 4.6
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4d2152946a |
feat: expand MCP server with invoice, supplier, report, and reconciliation tools (#133)
Adds ~15 new MCP tools covering invoice operations (send, mark paid, mark sent, match to transaction), supplier queries, counterparty template suggestions, chart of accounts, balance sheet, general ledger, AR/AP ledgers, fiscal periods, and bank reconciliation status. Updates server instructions to reflect expanded scope. Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d8e0a22495 |
feat: counterparty templates, Skatteverket extension, complete VAT form (#117)
* feat: separate AR/AP/accounting into distinct nav groups (#92) Split the flat "Finans" sidebar group into three visually distinct sections — Försäljning (AR), Inköp (AP), and Redovisning — so users coming from Fortnox immediately find customer invoicing and supplier invoices as top-level concepts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: journal entry detail view, correction chain, and account name display - Add journal entry detail page at /bookkeeping/[id] with full entry view - Add correction chain API and component showing storno relationships - Add JournalEntryStatusBadge component for entry status display - Show debit/credit account names in template picker and review dialogs - Expand client-side BAS account name mapping with additional accounts - Show account codes on transaction inbox suggestion buttons Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — N+1 query, duplicate name, nav dedup - Batch reverse-lookup into single query per BFS iteration (was N+1) - Differentiate account 2393 from 2893 in display names - Extract shared loop for desktop/mobile nav group rendering Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: counterparty templates, Skatteverket extension, VAT form completeness, and UI cleanup - Add counterparty-based categorization templates (learned from user approvals and auto-ingestion) with fuzzy matching in the mapping engine - Add Skatteverket extension for direct VAT declaration submission via API - Complete VAT declaration form with all 30 SKV 4700 boxes (ruta 08, 35-42, 50, 60-62) - Fix ruta 49 formula to include import VAT (ruta 60+61+62) - Simplify dashboard UI: remove redundant icons from stat cards, customer cards, invoice list, supplier invoices; use Badge variants consistently - Add SkatteverketPanel component to reports page - Add categorization_templates and skatteverket_tokens migrations - Update tests and helpers for new types Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address PR review feedback — VAT detection, migration timestamps, dedup - Fix detectVatTreatment to derive actual rate (12%/6%) from VAT line description instead of hardcoding standard_25 - Rename skatteverket_tokens migration to 20260324120001 to avoid duplicate timestamp with categorization_templates (fixes Supabase deployment failure) - Make refreshAccessToken accept previousRefreshCount param to enforce refresh limit contract at the type level - Fix rate limiter TOCTOU by claiming slot before await - Extract formatRedovisare/formatRedovisningsperiod to shared lib/skatteverket/format.ts — eliminates duplication between mappers.ts and SkatteverketPanel.tsx Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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fdcc94102a |
fix: remove gnubok_categorize_with_receipt tool (#88)
* fix: remove gnubok_categorize_with_receipt tool The tool requires Claude to generate the entire base64-encoded file as tool arguments token-by-token, which is extremely slow for large PDFs. Receipt attachment should happen via the widget (where JavaScript handles encoding) or through the web app. The receipt matcher widget and gnubok_receipt_matcher tool remain — they provide the intended UX for matching receipts to transactions. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update widget to call gnubok_categorize_transaction The widget was still calling the removed gnubok_categorize_with_receipt tool. Updated to call gnubok_categorize_transaction instead (text-only, no file upload). Receipt attachment via the widget is deferred to a future iteration. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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7571b85d1a |
feat: MCP Apps receipt matcher widget (#84)
* feat: add MCP Apps receipt matcher widget for inline receipt-to-transaction matching Adds an interactive HTML widget that renders inline in Claude Desktop via MCP Apps (SEP-1865), letting users drag receipts onto uncategorized transactions to categorize, book, and attach documents in one flow without leaving the conversation. - Extract categorizeTransactionCore() shared by both categorization tools - Add gnubok_receipt_matcher tool with _meta.ui for MCP Apps widget rendering - Add gnubok_categorize_with_receipt tool (categorize + upload document) - Add resources/list and resources/read protocol handlers - Self-contained widget HTML with MCP Apps bridge, drag-and-drop, client-side resize Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: address review feedback — buffer slice, MIME type, HTML escaping - Fix Buffer.buffer slab pool issue: slice to exact byte range to avoid corrupted uploads for small files (≤4096 bytes) - Update MIME type to image/jpeg after canvas re-encode (was keeping original file.type, causing content-type mismatch in DB) - Escape tx.date through esc() for consistent innerHTML sanitization - Remove unused `reset` variable in tests Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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a1b33cbc6a |
fix: MCP notification 202 and protocol version echo (#75)
* fix: return 202 for MCP notifications and echo client protocol version - notifications/initialized returns 202 Accepted per MCP Streamable HTTP spec (was 204 which may prevent tool discovery) - Echo client's protocolVersion in initialize response - Add instructions field for server description Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: validate protocol version and handle notifications pre-auth - Validate protocolVersion against supported set instead of blindly echoing (prevents false protocol agreement with unknown versions) - Handle notifications/initialized before auth check so fire-and-forget notifications don't get 401 responses that confuse MCP clients Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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d61670231f |
fix: plain 401 for MCP OAuth discovery (#74)
* fix: return plain 401 for MCP OAuth discovery and harden auth flow - Return plain HTTP 401 with WWW-Authenticate header (no JSON-RPC body) so Claude Desktop's MCP client can trigger OAuth discovery correctly - Remove unused apiKey import from authorize route - Remove stale codeChallengeMethod parameter from oauth-codes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add Retry-After header to 429 rate limit response Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com> |
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Jakob WennbergandClaude Opus 4.6
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5d66dd6bfc |
feat: MCP server, API keys, OAuth, and KPI dashboard (#72)
* fix: prevent Chrome auto-translate from crashing React during onboarding
Chrome auto-translate modifies DOM text nodes when it detects a Swedish
page (lang="sv") in a browser set to English. React does not expect
external DOM mutations and throws, crashing the entire component tree
into global-error.tsx on every step transition.
Add translate="no" and <meta name="google" content="notranslate"> to
suppress browser translation. Also fix timezone-unsafe date parsing in
fiscal period validation (new Date("YYYY-MM-DD") + getDate() returns
local-timezone values, shifting dates by -1 day in Western timezones).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: add notranslate meta tag to global-error.tsx for consistency
Per review feedback — global-error.tsx renders its own <html> document,
so it needs the same <meta name="google" content="notranslate"> tag as
layout.tsx to fully suppress Chrome translation on error pages.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* feat: add MCP server extension with OAuth, API keys, and KPI dashboard
Let users do bookkeeping through Claude Desktop, Claude Code, or any
MCP-compatible client. "Show my uncategorized transactions." "Book that
as office supplies." "Invoice Acme for 15,000 kr."
MCP server (extension):
- 10 tools: transactions, categorization, customers, invoices,
trial balance, VAT report, KPI report, income statement
- JSON-RPC 2.0 protocol (no SDK dependency, works in serverless)
- Tool annotations, pagination, input validation per MCP best practices
- Same engine as web UI (VAT rules, exchange rates, event emission)
API key infrastructure (core):
- api_keys table with RLS, rate limiting (100 RPM), scopes column
- Atomic rate limit via DB RPC (validate_and_increment_api_key)
- Key management API routes + settings UI panel
OAuth 2.1 for Claude Desktop connectors:
- .well-known/oauth-protected-resource + oauth-authorization-server
- Authorization endpoint with consent page
- Token endpoint with PKCE verification
- Stateless encrypted auth codes (AES-256-GCM, no DB storage)
- Dynamic client registration
KPI dashboard:
- /nyckeltal page with hero cards, operational grid, trend chart
- GET /api/reports/kpi endpoint
- Gross margin, cash position, expense ratio, avg payment days,
VAT liability, revenue/expense trend
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: address OAuth security vulnerabilities from code review
Critical fixes:
- Auth code replay: Track used codes in oauth_used_codes table with
unique constraint. Codes are single-use per OAuth 2.1 §4.1.2.
- Open redirect: Validate redirect_uri against hardcoded allowlist
of known Claude callback URLs + localhost for dev.
P1 fixes:
- Move API key creation from /authorize to /token endpoint. Keys are
only created after PKCE verification, preventing orphaned keys on
abandoned OAuth flows.
- Add ensureInitialized() to MCP server so event handlers load and
transaction.categorized events reach extensions.
P2 fixes:
- Remove 'plain' from PKCE methods — only S256 is advertised and
accepted.
- Fix extension count in sectors test (10 → 11 for mcp-server).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
* fix: remove duplicate ensureInitialized() that caused circular import
The extension router (ext/[...path]/route.ts) already calls
ensureInitialized() before dispatching to handlers. The duplicate
call in server.ts created a circular import that Turbopack couldn't
resolve, breaking the Vercel build.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---------
Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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